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Claro Advisors’s Becton Dickinson BDX Stock Holding History

Claro Advisors’s Portfolio BDX Stock Details BDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,069
Closed -$207K – 508
2025
Q4 		$207K Buy
+1,069
New +$203K 0.03% 402
2025
Q2 		– Sell
-2,755
Closed -$631K – 388
2025
Q1 		$631K Sell
2,755
-576
-17% -$134K 0.08% 219
2024
Q4 		$756K Sell
3,331
-248
-7% -$57.3K 0.1% 186
2024
Q3 		$863K Buy
3,579
+778
+28% +$182K 0.11% 181
2024
Q2 		$655K Sell
2,801
-51
-2% -$12K 0.1% 205
2024
Q1 		$706K Buy
2,852
+597
+26% +$143K 0.12% 185
2023
Q4 		$550K Sell
2,255
-515
-19% -$127K 0.12% 196
2023
Q3 		$716K Sell
2,770
-117
-4% -$31.6K 0.18% 137
2023
Q2 		$762K Buy
2,887
+708
+32% +$180K 0.19% 136
2023
Q1 		$539K Buy
2,179
+316
+17% +$77.3K 0.16% 164
2022
Q4 		$474K Buy
1,863
+501
+37% +$118K 0.16% 164
2022
Q3 		$336K Hold
1,362
– – 0.13% 178
2022
Q2 		$336K Buy
1,362
+475
+54% +$121K 0.13% 178
2022
Q1 		$218K Hold
887
– – 0.08% 249
2021
Q4 		$218K Buy
+887
New +$213K 0.08% 249
2019
Q1 		– Sell
-601
Closed -$153K – 225
2018
Q4 		$153K Buy
+601
New +$139K 0.12% 163

Other funds holding BDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Claro Advisors's BDX Position: Q1 2026 in Review

Claro Advisors sold out of Becton Dickinson (BDX) in Q1 2026, closing a stake of 1,069 shares — an estimated $207K sold.

Claro Advisors first reported a position in BDX in Q4 2018 and held it in 16 quarters. The position peaked at $863K in Q3 2024. 1,465 funds tracked by Wall St. Rank hold BDX as of Q1 2026.

  • Claro Advisors reported no remaining Becton Dickinson position as of Q1 2026 after selling out during the quarter.
  • Claro Advisors sold 1,069 Becton Dickinson shares in Q1 2026, an estimated $207K.
  • Claro Advisors first reported a position in Becton Dickinson in Q4 2018 and held it in 16 quarters.
  • Claro Advisors's Becton Dickinson position peaked at $863K in Q3 2024.
  • 1,465 funds tracked by Wall St. Rank held Becton Dickinson as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.